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Moment

The Market Voted With Earnings, Not Narrative

2026年11月12日 1 分钟阅读

One good quarter lifted the entire AI infrastructure complex, showing the money never left.

US futures rose in premarket trading on 11 November 2026, with Nasdaq futures up 1.77% to 1.85% and S&P futures up 0.78%, after CoreWeave’s results. CoreWeave itself gained 13% to 15%, Nebius 11% to 12% and IREN 7%, while memory and optical names led: SK Hynix and SanDisk up more than 8%, Lumentum 9%, Micron 6% to 7%. Nvidia rose 5% and AMD 3% to 5%. The prior session closed lower, with the Dow down 0.30% at 52,231.89, the Nasdaq down 0.74% at 25,065.87 and the S&P down 0.38% at 7,520.93, and Nvidia had shed about $430 billion in market value over two sessions. The rotation suggests capital was waiting for evidence rather than leaving; Nebius reports on 12 November as the next test.

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